MacEy Smith
Wealth Coordinator
- Role
- Wealth Coordinator at Blue Ridge Wealth Planners
- Location
- Knoxville, TN, US
- LinkedIn followers
- 500 followers
About MacEy Smith
As a wealth coordinator, I meet with onboarded clients to provide personalized investment guidance that aligns with their unique financial goals & risk tolerance. With a strong foundation in finance & interest in portfolio management, I\'m dedicated to staying up-to-date on industry trends & market developments. I\'m currently also a CFA Level I Candidate pursuing the CFA designation. Long journey ahead! I\'m very passionate about deepening my expertise in investment analysis & portfolio management.
Experience
Wealth Coordinator
May 2025 — Present · Knoxville, TN, US
Education
Morehead State University
Bachelor of Business Administration
2019 — 2022
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